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I have decided open up this forum, to tap into a wealth of experience from members of this forum toward other areas of the investment spectrum. This forum will be moderated, therefore do not expect your new topics immediately show here. Repplies will not be moderated.

Thanks and enjoy

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Guest jocksolar

Guest jocksolar

Very interesting idea, Odyd. If the quality of commentary on other sectors matches that on the solar sector on this forum, it could offer some really interesting thoughts. I would start by recommending Japan as a very interesting region to be looking at right now, specifically retailers (department stores are large and transparent) and banks (loan volumes and MV generally is about to accelerate sharply). I worked in the market for 10 years and the lengths to which the government and BoJ are going to stimulate activity coupled with the valuations across there is as close to risk-free money as you can get...

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Excellent, I think it would be important to have specific ideas and names. We need to be also aware of access to exchanges. I think for most NA exchanges would be the best, but I think we have an international forum, thus this should not be a limiting factor.

I hope for quality here. I am also interested in person to be a willing moderator of this thread. I wish for quality, but I will not have time to put ample of time to moderate this thread, to give justice to those efforts. So if anyone is wanting to do this, approval of new topics etc. it will be great.

For example,TESLA would be a stock someone could recommend. I would hope to see full fundamental pros and cons if they are any, price targets etc. Post like "guys get into XYZ is awesome" are below standards of this forum.

What caught my attention to ebix? Cash Flow Statement, this company been making money hand over fist, most of which is re-occuring revenue. They are at about 20% free cashflow. They are in the international insurance exchange, health insurance primarily, as regulations change thats more $$$$. GS offered to buy them back in july at ~20$ a share, this deal fell through for undocumented reasons. However multiple shareholder lawsuits went out as the thought was this truly undervalued the company at negotiated price.

What caused ebix to crash?: Short Sellers, Specifically one has written multiple “research” documents stating that ebix is committing fraud, money laundrying and now tax evasion etc. The story changes every 3 months causing another massive drop in stock price. I've been lucky to load up on many shares at ~10$ range.

Their website looks like a wordpress blog, also when most journalist write something they like to put their name on it. Why do these articles not have the persons name who wrote it? They hide behind the name Gotham City and publish articles on SA.

Reasons for appreciation? - 100 Mil authorized buyback over 24 months(1/4th of current market cap), p/e of 6, massive free cashflow.. this company makes money.. I give a price target of about 50$ a share in 3 years with the buybacks continued growth and removal of these acquisitions.. I currently 10% of my portfolio is invested in this company

I make 2-3 "earnings" plays a week, yesterday was WGO and the day before was ABT and YHOO.

I , "plan" on making 1-2% off each trade (hoping for 3-5+ % gain/week) and get lucky when I get a 7% hit like WGO this morning and a 5% hit with ABT. I am usually out in the first 30-60mins of trading. On YHOO, I lost 2%, as I held it for too long.

Either way, with all of the information available out there, I amalgamate all of the earnings chatter (like my own "rotten tomatoes" for stocks) and pick what looks like it will have a slight gain. I try to stick with "well known" stocks with a market cap over 1B (WGO was below). In the case of WGO, my company produces products for the automotive industry and it is in such a boom, earnings were a given.

I won't be posting any ideas here, as they are not sophisticated enough for all of the technical investors here. I am looking at LVS later today, yet might back off.

I try to have 20% of my portfolio in cash to be able to execute these trades. And yes, I take a lot of hits, mostly small, yet each week has been up since I started this a few months ago.

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Why silver miners: Silver and gold are beaten down. At some point reduction in silver miniing will reach a critical supply and demand point. This is going to raise the price of siver. Not only that, the supply of money by the fed will eventually give rise to inflation. It is just a question of time when money gets the velocity.

I prefer silver over gold due to industrial value.

My favourites : AG,EXK,and and SVLC (increasing order of risk and reward)

Why these 3 : This article echoes my views of these 3, hence no need to explain again.

Risks : Silver and gold have been in a beer market for a last couple of years. Hard to predict how long this can continue. Inflation did not rise as much as was expected and hence the precious metals fell. Reason has been the velocity of money. Patience could be tested. Only companies with strong balance sheet may survive.

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I used to invest in exploration start ups a lot. What is the margin growth these days. Gold was trading at $200 per ounce. GM should be high and that would fuel more search for new mines. All time favor was Kinross and Goldcorp.

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Guest CrouchingTiger

Guest CrouchingTiger

Saush11, thanks much for the post. I am fully invested in solars right now but one area I am looking for diversification is gold/silver once CN solars' PPS is normalized. I am a regular reader of Zero Hedge and to a degree, do believe the inflation thesis in the long run. Silver and gold are ways to protect and benefit from the potential run-away inflation. Any thoughts?

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I've been accumulating Silver Wheaton Jan 2015 calls. Silver Wheaton has royalty stream revenue from a wide variety of sources. The calls were at a low premium though the premium has jumped quite a lot lately. SLW are well placed if the there is a rebound in Ag prices and meanwhile they are well financed and still were profitable in Q2 (20c/sh). I've also been accumulating Franco Nevada A warrants that expire in 2017. They are well out of the money now. FNV have mainly gold royalty streams. With both these companies an increase in the underlying commodity goes almost straight to the bottom line. I see these as hedges but remember that if we end up with severe deflation, as in 2008, and as could happen again if the Tea Party crazies prevail, au and ag prices are likely to drop further and the stocks with them. So with both of these be prepared for a lot of volatility.

Virginia Mines, VGQ on the TSE, is a small company with a royalty stream due to start in late '14 from a major mine being built in Quebec by Goldcorp. In effect it is another long call on au with a capable exploration team kicker. My guess is that the royalty will eventually be spun off. VGQ has been surprisingly stable even through the downturn of the last year.

There are many small exploration companies with what will eventually be mineable deposits that have invested more in proving up their orebodies than their current market cap and they look tempting. But given the difficulty for juniors in raising capital to keep going I'm mostly staying away from them until financing becomes less dilutive. One intersting one is Midas Gold with a major deposit in Idaho. Teck Cominico did their last financing and have 9% of the company.

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Saush11, thanks much for the post. I am fully invested in solars right now but one area I am looking for diversification is gold/silver once CN solars' PPS is normalized. I am a regular reader of Zero Hedge and to a degree, do believe the inflation thesis in the long run. Silver and gold are ways to protect and benefit from the potential run-away inflation. Any thoughts?

Crouch,

Sorry for the delayed reply. Really got caught into something else. My view on inflation - its when and not if. Fed money is sitting in the banks improving their balance sheet. At some point they will start taking risk and start lending and that will increase the velocity of money.

Also, I am of the view that fed's ability to taper is limited.

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Guest CrouchingTiger

Guest CrouchingTiger

Sorry for the delayed reply. Really got caught into something else. My view on inflation - its when and not if. Fed money is sitting in the banks improving their balance sheet. At some point they will start taking risk and start lending and that will increase the velocity of money.

Also, I am of the view that fed's ability to taper is limited.

Saush11, thanks for note. I agree that Fed has no choice but to print. A little market correction would make it pee in its pants. Who wants to make the hard choice? With that, we will have inflation sooner or later. But this suit us well, I think. Printing money is great for the market and for solars. We need a stability of overall market for solars to flurish. Then we can diversify and protect ourselves.